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Nvidia: US basically handed the Chinese AI market to Huawei, analyst says

Featured Youtube VideosTuesday, Apr 22, 2025 8:44 am ET

1min read

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Excellent-Win-4625

04/22

The US gov's move is wild. Cutting off Nvidia is like cutting off your nose to spite your face.

Zestyclose_Gap_100

The tech war heats up, but AI's a global language. Collaborations will happen, keeping the ecosystem alive.

Head_Product412

Huawei's AI rise = Nvidia's missed bag?

ashish1512

Holding $NVDA but diversifying into other sectors. Can't rely on US-China politics for returns.

JoinMySpaceship

TSMC's gonna be the quiet winner here. They supply Huawei and other chipmakers, riding the AI wave.

Lol, politics messing with tech again. Remember when $TSLA and Chinese policies made headlines? 😂

Traditional-Jump6145

@ashish1512 Politics playing 4D chess with AI, but tech just smashes through borders like a YOLO stock rally. 🚀

Fluffy-Belt1325

Huawei's AI strategy is like a chess move. They're thinking decades ahead while the US is in checkmate mode.

_ibsar

@Fluffy-Belt1325 Huawei's strategy is solid, but US restrictions still a big hurdle.

AGailJones

Huawei's AI rise = Nvidia's lost sales. Simple supply chain math. Who's really surprised here?

Roneffect

Holding $NVDA long, despite China drama.

threefold_law

@Roneffect How long you holding $NVDA? Think the China situation affects their growth much?

TY5ieZZCfRQJjAs

Nvidia's exclusion is a gift to AMD and other US chipmakers. They should capitalize on this shift.

@TY5ieZZCfRQJjAs Do you think AMD can really fill the GAP?

Excellent_Chest_5896

Huawei's market lead in AI could be a temporary blip. The US still packs a punch with innovation.

slumbering-gambit

US policy like AI wrestling 🤼♂️, chaotic!

CashMysterious3688

@slumbering-gambit US policy like AI wrestling 🤼♂️, chaotic!

careyectr

Nvidia's move feels like a free throw for Huawei. US policy got some serious blinders on. 🤔

josemartinlopez

Nvidia's loss could be a gain for other chipmakers. Huawei's playing the long game, folks. 🚀

DisabledScientist

AI's the future, and Huawei's not missing the bus. The US should rethink its approach before it's too late.